3rd-gen CRE developer | Founder AI for CRE Collective | AI for CRE Media

Joined August 2022
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I've spent the last few weeks recording the most comprehensive Claude for commercial real estate masterclass that ever exists. It drops this week in our community. Really fired up about it. Here's the full lineup: 1) Why Claude wins for CRE, and which tool to use when 2) Claude on the web 3) Claude Desktop, set up right 4) Claude Projects 5) Prompt engineering for CRE 6) Claude Skills 7) Claude for Excel - underwriting 8) Claude for Word 9) Claude for PowerPoint 10) Claude Code 11) Claude Cowork 12) Claude Design 13) MCP and Connectors 14) Remote routines 15) Claude browser Link below
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Camping off the grid. Digital detox LFG
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AI for CRE in 2 minutes or less: 1) EliseAI expands its New York office space again, months after a 109,000-sq-ft lease 2) Kestrel Labs launches first AI compliance platform inside Autodesk Revit BIM 3) Interface Systems launches Digital Keys: mobile credentials in Apple/Google Wallet for access control, replacing cards, fobs and keys. 4) AI's data center boom has lifted commercial real estate, but growing local backlash now threatens its expansion. 5) Arizona's new budget deal includes a 3-year pause on tax exemptions for new data centers, but allows construction to continue. 6) KKR launches $10 billion AI infrastructure company, partnering with Nvidia and Vistra. 7) ZincFive, a nickel-zinc battery maker, plans to go public via a $752M SPAC merger with Spark I Acquisition Corp. 8) Figure to acquire Kiavi in a $717M deal 9) Zillow Rentals & EliseAI: renters using "AI Assist" are 43% likelier to apply, 24% likelier to sign a lease 10) Enlaye, an AI construction risk-analysis platform using graph neural networks, raised $5M in seed funding led by Glasswing Ventures. 11) Opendoor is shutting its India operations, sparking debate over whether AI is eroding the cost-arbitrage model behind offshore outsourcing. 12) Construction QA/QC startup Structured AI raised a $4.2M seed round 13) Abbott (TX) orders PUC & ERCOT to make data centers fund their own electric infrastructure, shielding Texas residential ratepayers from costs.
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Here's the AI for CRE news you need to know today:
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Built an OM with Claude's Fable 5. Super clean!
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There’s new data center regulation almost on a daily basis now. It will get way worse too. Sooner or later the only one capable of even building data centers will be spacex (because they will be in space)
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More of this
JUST IN: Florida hospital reveals Palantir software has cut sepsis deaths by more than half since it was installed.
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AI for CRE in 2 minutes or less: 1) China is weighing ~$295B over 5 years for a national AI data center network, with Huawei/domestic chips supplying 80%, sidelining Nvidia & AMD. 2) Vigilis AI partners with the Security Executive Council to bring real time AI (its voice assistant VAL) to uniformed security teams' frontline operations. 3) Manhattan office market on pace for its best year since 2000 4) Illinois Gov. Pritzker suspends data center tax breaks starting July 1 5) Applied Digital signed a 210 MW, 15 year lease (~$5.2B in base rent) at Delta Forge 2 with a hyperscaler... 6) Apartment List launched two beta platforms: Kaleno, an AI agent that handles apartment searches, and Sunny, which gives renters up to $500 cash back. 7) Proptech startup 100 acquired Cobblestone, a multifamily fraud-detection and income-verification firm 8) PA is a top AI data center hub ($90B invested) 9) OpenAI filed confidential IPO paperwork with the SEC, timing still undecided. 10) US military plans to lease Alaska land at three bases for AI data centers 11) Broadcom launched its AI XPV Platform with Apollo and Blackstone as anchor investors, opening with $35B to build 20 GW of compute for Anthropic and OpenAI 12) Centre Street Partners launched Accretus, a real estate services acquisition platform, and made its first buy: 1031 exchange firm Atlanta Deferred Exchange. 13) Prologis pivots to data centers amid AI boom: 5.6 GW pipeline energized, $1.3B build to suits started in Q1 2026; stock up ~30% in a year 14) Auto parts maker BorgWarner is entering the hot AI data center market with a North Carolina facility 15) Claude dropped fable 5...Mythos is here!
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Here's your daily dose of AI for Commercial Real Estate: 1) Entrata has entered a long term strategic collaboration with OpenAI, gaining expanded access to OpenAI's AI models to power autonomous property management 2) AppFolio's Realm-X platform shows that AI agents are shifting from productivity tools to autonomous workers that execute leasing, maintenance, and resident workflows 3) InvestNext has launched early access to InvestNext MCP, a read-only intelligence layer that connects Claude directly to GPs' investor, fund, and capital data within the InvestNext platform 4) Globest: record bond issuance by the big boys (Amazon, Google, Meta...etc) is absorbing institutional fixed income demand and forces CRE borrowers to compete harder, driving up CRE borrowing costs 5) Bisnow: Boland's (HVAC solutions provider) AI assisted systems are shown to reduce electricity usage in a multi portfolio by over 42% 6) Wall street split between buy and hold for Blackstone Digital Infrastructure Trust, a new data center REIT 7) SmartRent (NYSE: SMRT) launched Climate Protection Mode, an industry-first thermostat feature that automatically activates during temperature or humidity extremes to prevent costly water, mold, and moisture damage in rental properties 8) DigitalBridge, recently acquired by SoftBank, has hired former Newmark capital markets executive Brent Mayo as managing director for data center investment management 9) Columbus, Ohio is rapidly transforming into a thriving Midwest tech and manufacturing hub 10) Hut 8 Corp. plans to build Beacon Point, a $4.25 billion, 352 megawatt AI data center (apparently the nation's most compute dense) in Nueces County, Texas 11) Texas is facing an unprecedented surge of at least 248 planned AI data centers that will demand a staggering amount of electricity and water, raising concerns about grid reliability, rising electric bills, and water scarcity
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Here's your daily dose of AI for Commercial Real Estate: 1) Entrata has entered a long term strategic collaboration with OpenAI, gaining expanded access to OpenAI's AI models to power autonomous property management 2) AppFolio's Realm-X platform shows that AI agents are shifting from productivity tools to autonomous workers that execute leasing, maintenance, and resident workflows 3) InvestNext has launched early access to InvestNext MCP, a read-only intelligence layer that connects Claude directly to GPs' investor, fund, and capital data within the InvestNext platform 4) Globest: record bond issuance by the big boys (Amazon, Google, Meta...etc) is absorbing institutional fixed income demand and forces CRE borrowers to compete harder, driving up CRE borrowing costs 5) Bisnow: Boland's (HVAC solutions provider) AI assisted systems are shown to reduce electricity usage in a multi portfolio by over 42% 6) Wall street split between buy and hold for Blackstone Digital Infrastructure Trust, a new data center REIT 7) SmartRent (NYSE: SMRT) launched Climate Protection Mode, an industry-first thermostat feature that automatically activates during temperature or humidity extremes to prevent costly water, mold, and moisture damage in rental properties 8) DigitalBridge, recently acquired by SoftBank, has hired former Newmark capital markets executive Brent Mayo as managing director for data center investment management 9) Columbus, Ohio is rapidly transforming into a thriving Midwest tech and manufacturing hub 10) Hut 8 Corp. plans to build Beacon Point, a $4.25 billion, 352 megawatt AI data center (apparently the nation's most compute dense) in Nueces County, Texas 11) Texas is facing an unprecedented surge of at least 248 planned AI data centers that will demand a staggering amount of electricity and water, raising concerns about grid reliability, rising electric bills, and water scarcity
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Will sell for $1B guaranteed
NEW: Tom Brady launches “Good Nut” — an organic coconut water drink.
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🚨🚨 Rocky and creed movies on Netflix
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Need more medical wins like this
There's a startup in the current YC batch that built an MRI machine in 101 days.
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Here's your daily dose of AI for CRE: 1) Custom, targeted AI tools for CRE applied to the right things (underwriting, leasing, building ops..etc) deliver massive and measurable ROI, BUT only when built with the right architecture and proper data security 2) Tech companies are shifting their lobbying $$ to state and local governments to influence decisions about where data centers get built, while community groups are pushing back 3) NOAL AI, a platform tackling underwriting and acquisitions, just launched to the public 4) Ascendix has launched the xRE AI Suite, a paid add-on for its AscendixRE CRM that lets brokers capture deal data from emails, query and update CRM records in plain English, generate client documents automatically, and access their CRM data directly through ChatGPT or Claude. 5) Despite companies consistently falling short of their AI cost-saving targets, 90% are still increasing their budgets 6) Chris Maguire, CEO of SRS Real Estate Partners, confirms they have built out a proprietary AI system that they are implementing across the country 7) Facilgo (AI maintenance and renovation platform) just announced FacilGo Concierge, designed to elevate property management beyond traditional maintenance software 8) As proptech races toward AI, Leevli going the opposite route and focusing on human experiences. They connect potential buyers and renters directly with verified current and former residents of the buildings they are considering. 9) The "we're falling behind on AI" panic is mostly noise. The firms that feel behind aren't behind, they're just discovering that implementation at enterprise scale is genuinely hard, and almost nobody has cracked it yet. 10) Very few have a clean way of measuring AI ROI yet. Think more revenue, more deals your team can analyze and close, more units one property manager can handle, time to produce an OM, BOV, or Investor report, time to abstract a lease...how can you manage spending and usage if you can't measure it??? 11) Your employees are already self-serving AI, with or without IT's permission. The real C-suite question isn't whether to allow it, it's how to let people self-serve without blowing up security. 12) Operators don't want their property management software to get "more AI-enabled and more expensive." They want it simpler with a better API, so they can pull their own data out and build on top of it themselves - @DallasAptGP
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BULLISH ON INDIANA CURT CIGNETTI EFFECT
*CHICAGO BEARS TO DEPART ILLINOIS FOR INDIANA AFTER 100 YEARS
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lol
JUST IN: New York votes to replace the term “mother” with “gestating parent” in parts of state law.
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Here's your daily dose of AI/tech for Commercial Real Estate: 1) Monterey Park, CA has passed the nation's first permanent citywide data center ban 2) Apple has started rolling out advertising within Apple Maps, allowing apartment owners to capture "apartments near me" searches and additional leads 3) As AI continues to play a role in CRE, operators are starting to recognize disconnected data as one of the major limiting factors to adoption 4) Spoke with a multifamily investor who built a deal screening sytem that lives in his email inbox, scrapes incoming emails every 3 minutes, scores each new deal against his preset criteria, and underwrites it using his excel model 5) BH Management is building towards a model where the entire resident relationship (work orders, applications, renewals...etc) can be handled inside whatever AI assistant the resident already uses (cool) 6) Major proptech platforms like Yardi, RealPage, CoStar, VTS, AppFolio, and Entrata are each taking different approaches to AI agents (from open APIs to proprietary ecosystems to fully integrated multi agent systems), reflecting different bets on how AI will reshape property management. 7) Morningstar credit analytics just launched a new AI integration to allow users to access CRE and CMBS data directly in Claude 8) McCarthy Building Co (one of the oldest privately held constructions cos) announces partnership to bring AI into the field 9) Word on the street is Elise AI is building it's own PMS (shhh) 10) Honeycomb Insurance, a Chicago based AI powered commercial real estate insurer, has raised $40 million in new funding 11) Tenant Inc. today announced the integration of StoragePilot's AI platform with Hummingbird PMS 12) Zenerate, an AI powered real estate feasibility platform, today announced a strategic partnership with Pivotal Architecture to enhance feasibility reporting services for real estate development projects.
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Everyone is becoming an AI consultant right now. I speak with a new one every single day. Failed proptech founders. Operators who built an internal tool that works 70% of the time. The guy who watched a few YouTube videos last month. Everybody! Makes perfect sense because there's real money to be made. And there is so much opportunity, it's wild...Wish you all good luck and much success FYI. But CRE is getting flooded with a lot of garbage, half working automations, "workflows" (whatever the hell that means), nice looking demos that don't do anything meaningful, and people promising they can "implement AI across your company." That's exactly why we're building the AI for CRE Collective the way we are. We're a media company relentlessly focused on being the unbiased source of truth for everything related to AI & Tech for Commercial Real Estate. That means we test the tools, we talk to the founders, we talk to the operators actually implementing this stuff, we watch the demos, ask the uncomfortable questions, and figure out what's practical. Some tools are legit awesome. Many are garbage. Our job is to tell you the difference. If you're in Commercial Real Estate and you want to understand how AI is actually changing the industry, we're putting in blood, sweat, and tears to make it happen for you! And we're trying to get better every single day. We're always going to tell you: What tools are worth your time, what use cases are actually useful, what AI success looks like, why it's so fricken hard to implement this stuff, how to evaluate the tools, what the limitations are, how the industry is using it, how CRE is changing, what's coming next, what's overhyped, what's important, what you need to know... We're here to be the trusted media platform at the intersection of AI, tech, and CRE! AND WE'RE GOING ALL IN!!!!!!!
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Interesting
America's largest homebuilder D.R. Horton recently moved into a small Ohio county. Just months later, a data center showed up next door and bought over 1,000 acres Welcome to the land-use collision happening in the housing market right now: AI data centers Vs. homebuilders
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Interesting. Superlegal has launched an AI powered law firm targeting the construction industry
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